See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,556 | $92,703-80.0% | $82,719-77.6% | $134,475-86.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -15.52% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,424 | $3,274-56.5% | $3,009-52.7% | $4,740-70.0% |
| Participant deferral / active EE | $5,422 | $4,802+12.9% | $4,395+23.4% | $6,400-15.3% |
| Admin fee / account holder | $4,661 | $5,983-22.1% | $5,329-12.5% | $11,426-59.2% |